About Us
We’re a purpose-led financial advice company on a mission to make high-quality, regulated advice accessible to all Australians—regardless of income or assets. We help everyday people make confident decisions around budgeting, super, investing, and insurance with clarity and care.
We’re growing fast—and we need someone who can help us convert more leads into happy clients and ensure their experience is seamless from the moment they say “yes.”
Why Join Us
- Purpose-driven work helping Australians make better financial decisions
- Competitive salary + sales incentives + team-based rewards
- Learn and grow inside a fast-moving, supportive startup environment
- Small team, big impact—you’ll see the results of your work every day
- Exposure to senior leadership and strategic thinking
About the Role
This is a dual-role position: part sales, part operations, all impact. You’ll spend around half your time on the phone with warm leads—helping them understand our service and guiding them toward signing up for advice.
The other half of your time will be spent managing the behind-the-scenes work that ensures every client receives a smooth, high-quality experience: from sending emails and preparing documents to liaising with quality assurance and resolving client queries.
You’ll need to be an exceptional communicator, organised, great with tech, and motivated by both customer outcomes and performance-based rewards.
What You’ll Do
